Taft Hartley Plans: Plan Services

Overview

A Taft Hartley plan is a type of retirement plan developed for union employees. With this type of a retirement plan, many different employers collectively agree to contribute to their contractors/members’ retirement plans.

We understand that Taft-Hartley plans have unique requirements, and we have a highly-trained staff that is dedicated and specialized in this division.

We make it easy for your Trustees and the administrative office to manage your retirement plan, whether it’s a Defined Benefit or Defined Contribution plan.

Delivering a broad range of services
We take a holistic approach to help reduce your administrative burden, so you can be more strategic. This includes:

Plan Sponsor Services

A dedicated team of retirement specialists familiar with unique needs of Taft-Hartley retirement plans.

Timely, accurate service on one of the largest end-to-end retirement technology platforms

A guarantee that our service will meet your expectations. If you are unhappy with a specific service we provide, just tell us. We promise to fix the problem to your satisfaction. If we're unable to do so, we'll waive the fee paid for that service.

The investment advice provided through the Principal Managed Account Program is provided by Ibbotson Associates. Access to the advice and securities and advisory products are offered through Princor Financial Services Corporation, 1.800.547.7754. Princor is a member of the Principal Financial Group, Des Moines, Iowa, 50392. To obtain a copy of Ibbotson Associates disclosure brochure or the Princor Financial Services Corporation Disclosure Brochure and Privacy Notice, visit www.principal.com or call 1.800.547.7754 and speak to a retirement specialist.

Insurance products and plan administrative services are provided by Principal Life Insurance Company. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities are offered through Princor Financial Services Corporation, 800.547.7754, Member SIPC and/or independent broker/dealers. Securities sold by a Princor Registered Representative are offered through Princor®. Principal Funds Distributor, Princor and Principal Life are members of the Principal Financial Group®, Des Moines, IA 50392. Certain investment options may not be available in all states or U.S. commonwealths.

Separate Accounts are available through a group annuity contract with Principal Life Insurance Company, member of the Principal Financial Group, Des Moines, IA 50392. May not be available in all states or U.S. Commonwealths.

Before investing in mutual funds, investors should carefully consider the investment objectives, risks, charges and expenses of the funds. This and other information is contained in the free prospectus, which can be obtained from your local representative or by contacting us at 1.800.547.7754. Please read the prospectus carefully before investing.

The value of the investment options will fluctuate so that when redeemed, shares or units may be worth more or less than the original cost.

No investment strategy, such as asset allocation or diversification, can guarantee a profit or protect against loss in periods of declining values.